FundAmerica Transfer Agent

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  Cap Table (equity, debt, options & warrants, unlimited holders and unlimited security types)
  Settlement & Escrow (primary & secondary transactions)
  Investor Management
  • “EmailTo:” system
  • Data Vault & Records Retention
  • Change History (with timestamps and prior data)
  • Alerts & Communications (info/ownership changes, payment notifications, etc)
  Trade Validations – for brokers & venture exchanges
  • Ownership verification (for “good delivery”)
  • Restrictions clearance
  • Investor confirmations w/”ceremonial” pdf’s! (free)
  Payment Processing & Tax Records
  Account Admin Transaction History
  API’s for exchange, portal and platform integration
  Stay Organized & Maintain Regulatory Compliance